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          <time datetime="2020-04-02T11:36:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 02, 2020 11:36</time>
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              Now is the time to beat the fundies
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  Plenty of commentary has already been written about the economic impact of COVID-19. Whilst these opinions make for interesting reading and dinner table debate, they...
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        Lumenary Investment Management
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/fund-manager-Q-and-A">Rapid Fire</a>

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          <time datetime="2020-04-02T11:22:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 02, 2020 11:22</time>
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              To end the health crisis, we may begin a debt crisis
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  Even before COVID-19 changed the world, Tony Cousins of multi-asset and global equities manager Pyrford International was feeling pretty nervous heading into 2020. &quot;We...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Debt and Solvency in a Crisis
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    Alongside the worldwide devastation as healthcare systems struggle to cope and deaths are well into the tens of thousands, the COVID-19 crisis is having a chilling...
</div>

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  Key Global Trends – equities slump The coronavirus-led ‘risk-off’ trade that started to build in late January continued into March, with the MSCI All-Country World...
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          <time datetime="2020-04-02T09:20:19+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 02, 2020 09:20</time>
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  Global Markets      The key question folks: have we seen the low or was last week a bear market rally?  Despite horrible US economic data and an acceleration in their ...
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          <time datetime="2020-04-02T09:10:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 02, 2020 09:10</time>
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  When Tesla was in the doldrums and much of the market threw in the towel on the company, Tasha Keeney of ARK Invest bet against the crowd and made the electric car...
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              What sort of economy awaits on the other side? Hamish Douglass shares four possibilities
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Why oil prices this low are <span class="whitespace-nowrap">unsustainable<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  When Simon Mawhinney of Allan Gray looks at the energy landscape today, he’s reminded of where the gold market was in 2013 before that sector’s dream run. Prices were...
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          <time datetime="2020-04-01T14:34:35+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 01, 2020 14:34</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>The emerging bull <span class="whitespace-nowrap">market<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  There are big changes happening at the US Federal Reserve that few investors appreciate the importance of. Currently, the Fed targets inflation of 2%, but there are...
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  Hoard your powder and keep it dry. That’s the key message from billionaire Robert Millner, Chairman of Washington H Soul Pattinson (WHSP), for investors in response to...
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          <time datetime="2020-03-31T13:17:57+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 31, 2020 13:17</time>
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              Survive, Consolidate and Thrive
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   At times like these, old contacts of mine start to resurface, asking me what I think will happen next in markets. If I could predict markets, I&#39;d have shorted the...
</div>

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